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Strategic Planning Free Template

The Strategic Planning Template from Pipefy is designed to help companies create a detailed strategic plan.

Goals and strategy, all in one place

The Strategic Planning Template will help you stay focused on the creation of strategy, and allow other team members to participate in the execution. This template guides you through the steps of developing your strategic plan, providing helpful tips along the way.

You’ll be able to develop and organize everything you need for a strategic plan, including market research, a SWOT analysis, the company’s vision, mission, and values statements, and your overall goals.

Start building your strategic plans with Pipefy today!

Adapt this template for your needs and hit the ground running

Fast and simple to deploy

Get started with your process in minutes with this easy-to-use template.


Customize your unique needs without help from the IT department.

Wide app integrations

Connect your ERP, HRIS, CRM, and other existing tools with Pipefy to build a truly integrated operation.

Connect Pipefy to your favorite software with ease

Marketing teams love Pipefy

When I first got into marketing I had a hard time managing all my regular tasks and campaigns. Directions would get lost or over complicated when I passed my work over to design or front. I kept trying different products like Evernote and Trello to keep track of all the things on my plate but after a few weeks they would always fall short of what I needed. With Pipefy, I can keep the whole team on the same page, and retire my messy to-do lists and ugly Trello board.

Arianna Ramos Inbound / Content Marketing Analyst at EBANX

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